Boat Charter
Marketing Plan

The workbook includes a pre-written marketing plan you can edit for any charter business or region. It saves hours by replacing blank docs with ready tasks, copy, and channel strategy. Edit tone, dates, and priorities to fit your brand.

Editable copy and task templates

Channel-specific sample actions included

Change language and messaging easily

Adjust for seasonality or events

The core sheet is a visual Gantt chart that maps tasks against a timeline for clear sequencing. It makes dependencies and campaign bursts obvious at a glance, so you avoid overlaps. Drag dates and watch the timeline update.

Horizontal timeline with task bars

Dependencies show logical sequencing

Color-coded task categories for clarity

Zoom weeks to quarters view

Includes 30-plus ready marketing actions covering SEO, paid ads, email, partnerships, PR, content, and local outreach for charter listings. Each action has a short description and suggested timing to plug straight into the Gantt. Use them as-is or tweak per market.

Listings optimization checklist included

Local tourism partnership tasks ready

Email nurture sequence outlines included

Paid ad campaign checklist included

All start dates and durations are fully editable without breaking formulas or the visual layout. Change launch dates, shorten tasks, or extend prep time and the chart reflows correctly. This keeps the plan flexible for last-minute shifts.

Adjust start dates freely

Change durations per task easily

Critical path auto-updates visually

No macro edits required

The template tracks completion percentages and flags overdue tasks automatically for quick status checks. Progress bars and a summary dashboard show campaign readiness and bottlenecks. Use the view for weekly standups and executive updates.

Percent complete per task shown

Overdue tasks highlighted in red

Dashboard summarizes campaign status

Auto-rollup for campaign completion

Assign tasks, set owners, and show dependencies so roles are clear and handoffs happen on time. The Gantt prevents double-booking of resources and miscommunication between marketing, ops, and captains. Use it for internal teams or agency handoffs.

Owner column for each task

Clear handoff notes field

Dependency view prevents overlaps

Export task lists for teams

The file uses color-coded editable cells and built-in logic so no Excel skills are needed. Instructions are inline and formulas are locked to prevent accidental breaks. You can run the plan confidently on day one.

Inline instructions per sheet

Locked formulas for safety

Simple input cells only

Beginner-friendly layout and labels

The plan exports cleanly to PDF and is compatible with Google Sheets for sharing with partners and clients. Print-friendly views include one-page timelines and task lists for meetings. Use PDFs for investor or client presentations.

One-page summary exportable to PDF

Google Sheets friendly format

Printable weekly status page

Client-ready presentation snapshots

A weekly highlight sheet shows the current week, critical tasks, and upcoming completions to keep focus during standups. It also lists completed tasks for momentum. Use it to run concise weekly reviews.

Current week tasks emphasized

Upcoming deadlines in one view

Completed tasks for momentum

Quick talking points for standups